ADMITTED: Supreme Court of the United States Maryland Court of Appeals U.S. District Court for the District of Maryland

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1 JASON ALAN FRANK 1400 Front Avenue, Suite 200 Lutherville, MD (office) (fax) (home) (cell) ADMITTED: Supreme Court of the United States Maryland Court of Appeals U.S. District Court for the District of Maryland EDUCATION: New York University School of Law, J.D., 1979 New York, New York Honors: Ann Petluck Poses Memorial Prize for Outstanding Work in a Clinical Program SIGNIFICANT CASES: Connecticut College, B.A. History, 1976 New London, Connecticut Honors: Ann Corbett DeVille Memorial Prize for Outstanding Work in American History; Graduation with Distinction in History DHMH v. Ida Brown, 406 Md. 466, 959 A.2d 807 (2007); co-authored Amicus Curiae of MD/DC Chapter of NAELA, Inc. for successful appellee, in case that holds State of MD employed impermissibly strict nursing facility level of care standard for Medicaid Assistance long term care benefits. Oak Crest Village, Inc. v. Murphy, 379 Md. 229, 841 A.2d 816 (2004); Co-counsel for successful Appellee in case that holds Medical Assistance participating retirement community nursing home to Medical Assistance eligibility rules. Attorney Grievance Comm'n v. McLaughlin, 372 Md. 467, 813 A.2d 1145 (2002); Expert witness for prosecution for disbarment of unscrupulous elder law attorney. SIGNIFICANT LEGISLATION: Special Needs Trust statute. Worked closely with sponsors Senator Lisa Gladden and Delegate Michael Smigiel to ensure passage of Estates & Trusts (now Estate & Trusts ) and the protection and expansion of the ability of recipients of public benefits to use Special Needs Trusts with additional amendments in 2013 to further protect SNT beneficiaries.

2 1999 Medicaid Home & Community Based Services Waiver for Older Adults statute. Worked closely with sponsors Senators Paula Hollinger and Delores Kelley so that Health-General became law and a viable program. PUBLICATIONS: Books, Articles & Essays 2015 NAELA News, Expand Home Health Coverage, Summer 2015, pg Frank, J.A., W(h)ither Medicaid? NAELA Journal, Volume 9 No. 1, Spring 2013 pp Frank, J.A., Elder Law in Maryland, Lexis Law Publishing Co., 4th edition, 4 th revision (2015) Frank, J.A., Contributing Author, Chapters 11 (Elder Law) and 12 (Medicaid) with Alisa Chernack) in Angela M. Vallario, The Fundamentals of Estate Planning, Carolina Academic Press (2012) Frank, J.A., New Legislation Increases Utility of Special Needs Trusts, Maryland Association for Justice, Trial Reporter, Fall 2011, pp Frank, J.A., Maryland Medicaid: Long-Term Care, (George T. Bisel Company, Inc. 2009, Supp. 2010, 2011, 2012, 2013 & 2014) Frank, J.A. and Gordon, F., Recession s Effect on the Elderly, The Maryland Bar Journal, Vol. 43, No. 20, January 2010, pp Frank, J.A. and Gordon, F., Albhorn, Tristani & Uncertainty in Dealing with Medicaid Liens, Maryland Association for Justice, Trial Reporter, Fall 2009, pp Frank, J.A. and Abrams, M., Baby Boomers and Elder Law: Three Future Scenarios, The Maryland Bar Journal, Vol. 42, No. 26, January 2009, pp Frank, J.A. and Baum, M., Global Analysis: Social Insurance to Pay for Long-Term Care, The Maryland Bar Journal, Vol. 41, No. 26, March 2008, pp Frank, J.A. and Baum, M., Level of Care Standard: Maryland Medical Assistance Long-Term Care & Medical Eligibility Issues, The Maryland Bar Journal, Vol. 41, No. 44, March 2008, pp Frank, J.A., The Case For Asset Protection, Elder Law Advisory, March Frank, J.A., Contributing Author, Analysis of Changes to Federal Medicaid Laws under the Deficit Reduction Act of 2005, NAELA Journal, Vol. 2, Special Edition, 2006, pp

3 2005 Frank, J.A., Long Term Care in the 21 st Century, The Maryland Bar Journal, Vol. 38, No. 4, July 2005, pp Frank, J.A., Be Careful What You Wish for: The Maryland Medicaid Waiver Experience, Vol. 3, No. 4, Elder s Advisor, a publication of the Marquette University School of Law, 2002, pp Frank, J.A., The Necessity of Medicaid Planning, 30.1 University of Baltimore Law Forum 29-42, Frank, J.A., Paying and Planning for Long Term Care, The Maryland Bar Journal, Vol. 31, No. 2, March/April 1998, pp Frank, J.A., A Foundation Work for the Practitioner s Library, The ElderLaw Report, June 1994 (a book review of Elderlaw: Advocacy for the Aging) Frank, J.A., Impact of the Maryland Health Care Decisions Act on Guardianship, The Elder Law Advisory, October Frank, J.A., Mezzulo, L.A. and Woolpert, M., Chapter 4: Daily Living Problems Facing the Elderly, Advising the Elderly Client, New York, NY: Clark Boardman Callaghan Company, Frank, J.A., MSBA Elder Law and Disability Rights Section Chair, Continuing Legal Ed. Comm., Contributing Author and faculty Frank, J.A., Issuing Do Not Resuscitate Orders for Legally Disabled Individuals, The Elder Law Advisory, October 1991, pp 6-8. TEACHING: 2011 present University of Baltimore School of Law, Baltimore, Maryland Adjunct Professor, Elder Law present University of Maryland School of Law, Baltimore, Maryland Adjunct Professor, Elder Law present Towson University, M.A. Program in Applied Gerontology, Towson, Maryland Adjunct Professor, Legal Issues in Applied Gerontology present The Johns Hopkins University, Krieger School of Arts & Sciences Odyssey Program, Certificate on Aging Program, Baltimore, Maryland Advisory Board and Adjunct Professor, Legal Issues and the Elderly.

4 PREVIOUS COURSES: 1999 University of Maryland School of Law, Baltimore, Maryland Adjunct Professor, Legal Problems of the Elderly seminar University of Baltimore School of Law, Baltimore, Maryland Adjunct Professor, Civil Practice Clinic University of Baltimore School of Law, Baltimore, Maryland Adjunct Professor, Clinical Skills and Civil Practice Clinic. CONFERENCES: 2015 NAELA Summit, New Port Beach, CA, Public Policy Update 2013 ABA Webinar, with Professor Katherine Pearson, Filial Responsibility 2012 National Aging and Law Institute, Washington, D.C., Teaching Elder Law 2012 National Academy of Elder Law Attorneys Annual Meeting, Seattle, WA, Maryland s Special Needs Trust Legislative Experience 2011 Stetson College of Law/Special Needs Alliance Fall Meeting Maryland Special Needs Trust 2011 Legislation 2010 National Academy of Elder Law Attorneys, Annual Meeting, Orlando, Florida, Medicaid and Long Term Care Provisions of the New Health Care Reform Law National Aging and Law Conference, Crystal City, Virginia Deficit Reduction Act 1915(i) & (j) and Medicaid Waivers ALI-ABA Law Video Webinar Cosponsored by NAELA, Faculty, Implications of the Deficit Reduction Act of National Academy of Elder Law Attorneys Institute, San Francisco, California, Plenary Session Speaker, Pearls and Gems of Successful Medicaid Advocacy National Academy of Elder Law Attorneys, Institute, Vancouver, British Columbia, Canada Speaker, The Maryland Medicaid Waiver Experience. 4

5 HONORS AND AWARDS: 2014 Fellow, National Academy of Elder Law Attorneys 2013 Maryland Volunteer Lawyer Service Partnership Award 2012 Alzheimer s Association Alois Society Leadership Award 2012 Admitted, NAELA Council of Advanced Practitioners (CAP) Baltimore Magazine Super Lawyers (peer reviewed) 2010 Certified Elder Law Attorney (CELA) by the National Elder Law Foundation 2009 Daily Record Leadership in Law Award 2006 Certificate of Appreciation from the Alzheimer s Association 2006 NAELA, Maryland Chapter Award for Outstanding Achievement 2002 Certificate of Appreciation from the Multiple Sclerosis Society 2001 Leadership Maryland, Class present AV rated, Martindale-Hubbell 1983 Fraternal Order of Police Lodge #3, Certificate of Appreciation PROFESSIONAL AND COMMUNITY SERVICE: PRESENT 2014 present Board of Directors, National Academy of Elder Law Attorneys, Inc present Co-Chair, NAELA Public Policy Steering Committee 2012 present Mentor, Maryland Court of Appeals New Attorney Mentoring Program 2011 present Member, LifeBridge Planning Committee present Member, NAELA Public Policy Committee, (2013 Vice Chair) present Member, Board of Directors, Job Opportunities Task Force, Inc present Member, Board of Directors, Levindale Hebrew Geriatric Center & Hospital present NAELA, DRA Response Committee President (and immediate past President), First Maryland Disability Trust, Inc. FMDT is a non-profit pooled asset Trust for people with disabilities pursuant to 42 U.S.C. 1396p(d)(4)(C) present Public Policy Chair, Maryland-DC Chapter of National Academy of Elder Law Attorneys (NAELA), Inc present Member, Board of Trustees, The Wesley, Inc. 5

6 PAST Member, Maryland State Bar Association, Elder Law and Disability Rights Section Council, two (2) years as Chair Member, Advisory Board, Baltimore County Provider Council, a forum for professionals working with senior citizens Member, Maryland State Department of Health and Mental Hygiene, Long Term Care Reform Committee Member, NAELA Academic Committee The Associated Jewish Federation of Baltimore, Caring Commission (formerly Commission On Aging) Member, Everyman Theatre Capital Campaign Committee Member, Myerberg Senior Center Board of Directors Member, Maryland Department of Aging Continuing Care Advisory Committee Chair, Maryland State Bar Association, Elder Law Section Council Member, Maryland Institute for Continuing Professional Education of Lawyers, Inc. (MICPEL), Curriculum Committee President, Maryland-DC Chapter of National Academy of Elder Law Attorneys (NAELA), Inc Board of Directors, Comprehensive Housing Assistance, Inc. (CHAI) Legislative Advisor, Maryland State Senator Paula Hollinger Member, Maryland State Department of Health and Mental Hygiene, Long Term Managed Care Technical Advisory Committee Member, Board of Directors, Community Assistance Network (CAN) Inc., the Community Action Agency for Baltimore County Host, Frank Talk on Elderlaw, WCBM 680AM, 8-9 a.m., last Sunday 6

7 of each month NAELA Nominating Committee Member and Incorporator, Board of Directors, Baltimore County Public Library Friends, Inc Member, Board of Directors, Peers in Passage, Inc., a nonprofit corporation providing transition counseling to senior citizens Member, Board of Directors, Progressive Horizons, Inc., a nonprofit corporation providing in-community living for adults with disabilities Member, Governing Body, Central Maryland Health Systems Agency, Inc Member, Board of Directors, Baltimore City Rape Crisis Center, Inc Member, Board of Directors, Washington Square Legal Services Corporation. PROFESSIONAL ASSOCIATIONS: American Bar Association Maryland State Bar Association Baltimore County Bar Association National Academy of Elder Law Attorneys, Inc. MD/DC Chapter of the National Academy of Elder Law Attorneys, Inc. Special Needs Alliance, Inc. NAELA Council of Advanced Practitioners (CAP) EMPLOYMENT HISTORY: 1985 present Frank, Frank & Scherr, LLC (Formerly known as Law Office of Jason A. Frank) 1400 Front Avenue, Suite 200 Lutherville, MD President of private practice with ten lawyers devoted exclusively to elder law and disability issues focusing on guardianship, asset management, Medicaid Planning, life sustaining treatment issues, Advance Directives, Supplemental Needs Trusts, and Estate Administration present Assistant Baltimore County Attorney 7

8 Baltimore County Office of Law 611 Central Avenue Towson, MD General counsel to the Baltimore County Department of Aging through the Baltimore County Office of Law. The Baltimore County Department of Aging is both a County Chartered department and an Area Agency on Aging under the Federal Older Americans Act. Responsibilities include, but are not limited to, one hundred forty (140) guardianship cases, more than two (2) dozen affiliated nonprofit organizations and senior centers, legal adviser to Senior Digest, the nursing home Ombudsman, and the County Ride transportation system Staff Attorney/Adjunct Professor University of Baltimore School of Law Baltimore, MD Served as an instructor for the University of Baltimore Clinical Skills course, supervised Rule 18 student practice through the Civil Practice Clinic, managed the provision of legal services to Baltimore County Senior Citizens Associate Attorney Steinberg, Schlachman, Potler, Belsky and Weiner, P.A. Served as pre-paid legal plan attorney for the Fraternal Order of Police Lodge #3 and supervised legal plan attorneys including those serving UFCW Local 27 and the UAW. 8

ADMITTED: The Supreme Court of the United States The Maryland Court of Appeals U.S. District Court for the District of Maryland

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